Callingly

Lead response automation service for outbound calls and texts, agents, teams, client accounts, and webhook events.

Fits sales-call operations that route fresh leads to agents and teams, create outbound calls, and manage agency-style client sub-accounts.

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Example Use Cases

These are example ways Snow can use Callingly when building apps with you. This list is meant to show examples, not document every possible capability. Connecting an account does not make Snow run these automatically on its own.

Activate/Deactivate Client Account

Tool to activate or deactivate a client account. Use when you need to toggle client access after onboarding or offboarding. Example: "Activate client 123" or "Deactivate client 456".

Create Agent

Tool to create a new agent. Use when you need to register an agent in Callingly after gathering their account ID and contact details.

Create Client

Creates a new client account in Callingly. Clients are sub-accounts under your agency account that can have their own teams, agents, and billing. Use this when onboarding a new business customer to your Callingly agency.

Create Outbound Call

Creates a new outbound call record and initiates a real outbound call, which incurs cost — ensure explicit user authorization and compliance with applicable consent and telemarketing regulations before use. The call will be routed to available agents on the specified team based on account-level routing configuration. Use List Teams first to get valid account_id and team_id values. Returns a call_id that can be used with Get Call to retrieve call status, recordings, and other details.

Create Team

Tool to create a new team. Use when setting up a team configuration before adding agents.

Create Webhook

Tool to create a new webhook for call or lead events. Use when you need to receive real-time notifications on specific events. Example: "Create a webhook for call_completed events to http://example.com/callback".

Delete Agent

Permanently delete an agent from a Callingly account. Use when removing an agent who should no longer receive calls. Requires both the agent ID and the account ID the agent belongs to.

Delete Client

Tool to delete a client. Use when you need to remove an existing client from your account after confirming its ID.

Delete Lead

Tool to delete a lead by ID. Use when you need to permanently remove a lead from your account after confirming its ID. Returns a success confirmation.

Delete Webhook

Tool to delete a webhook. Use when permanently removing a webhook by its ID.